Audience Builder v2
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      Audience Builder v2: Operators

      Operators are a way to relate the chosen field to the value you’re going to use.

      There are 4 types of fields, and each type has its own set of operators. The 4 types and their operators are:

      Text (most fields will be this type)

      Current Operators

      For the difference between Current Operators and Past Operators, please see the section below.

      • is and is not look for a single value that matches the exact input.
      • is any of and is not any of allow you to input a list of values to find an exact match for the input.
      • contains and does not contain look for partial value matches.
      • is empty and is not empty simply look for contacts that either have nothing or anything in that field, respectively.
        • Examples (using Field | Operator | Value):
          • Appointment Result | is | Demo No Sale
            This would only return contacts that have exactly "Demo No Sale" in the field "Appointment Result"
          • Project Type | contains | do
            If you had "doors" and "windows" as project types, contacts with either of those would return because both values contain "do" within them
          • Sales Rep Assigned | is empty
            This would return any contacts that have the field "Sales Rep Assigned" blank

      Date

      All of the options here are timeline related, and you will receive an additional Date Operator to further define your reference range (shown below):

      • is and is not allow you to query based on one specific time. The options are today, custom date, range (such as 2 days ago)
      • is after allows you to find contacts with a date in the selected field that comes after today, custom date, or range (such as after 2 days from now)
      • is before allows you to find contacts with a date in the selected field that comes before today, custom date, or range (such as before 2 days ago)
      • is between allows you to find contacts with a date in the selected field that is between 2 specific dates, 2 points in a time range (such as between 2-5 days ago), or between now and some point in the past of future (such as between now and 5 days ago)
      • is not between allows you to find contacts with a date in the selected field that is not between 2 specific dates, 2 points in a time range (such as is not between 2-5 days ago), or is not between now and some point in the past of future (such as is not between now and 5 days ago)
      • is blank allows you to find contacts that do not have any date in the selected field
      • is not blank allows you to find contacts that have any date in the selected field, regardless if it is in the past, present, or future

      Number

      These operators are typical amount/count comparisons
        • Examples (using Field | Operator | Value):
          • Quote Amount | is greater than | 10000
          • Number of Windows | is less than or equal to | 6
          • Contract Total | is | 5000

       

       

       

       

       

       

      True/False

        • Examples (using Field | Operator):
          • Appointment Set | is true
          • Contract Signed | is false

       

       

       

      Current Opportunities vs. Past Opportunities

      An Opportunity in Hatch is an individual set of data that belongs to a contact. For example, if a contact comes into Hatch from a Lead Source, and later that same contact comes into hatch from your CRM; those sets of data both belong to the same contact, but they are separate sets of data at a given time.

      Another example is if a contact had a project in 2021 and has a different project in 2024. In your CRM, it's likely that each record has its own set of data (and usually something like a unique Project ID or Job ID) because those are distinct sets of data that belong to the same contact.

      Hatch considers the Current Opportunity the set of data that was either created or updated most recently.

      For this reason, most of the Audiences you create will rely on operators in the Current Opportunity section.

      There are times, however, when you may want to reference older records. This is where the Past Opportunities operators come in.

      Let's say you want to target a list of contacts that currently have an appointment result of Demo No Sale, but you want to filter out contacts that ever had a Sold job in the past. 

      Below is an example of the kind of Audience you might need:

      In this instance, the contacts that will show will be any contact where both of the following are true:

      • The most recent set of data has Demoed, Not Sold as the Appointment Result
      • No other opportunities in the past have Sold as the Appointment Result

      The only difference between the Current Opportunity and Past Opportunity operators is whether the logic should apply just to the most recent set of data, or if it should apply to all sets of data regardless of how old they are.

      Note on Past Opportunity logic

      • When using past operators, a contact will only show if all of the criteria is true on any single opportunity for that contact

      In the example below, my Audience looks for a contact where both of the following are true on the same Hatch opportunity:

      • Appointment | Result 1 was ever Demoed, Not Sold
      • Appointment | Components was ever Windows

      The only contact that would show from this search is Kevin Fisher, based on Kevin's Past Opportunity 1.

      Even though at some point all contacts fit the different criteria for different opportunities, only Kevin has an opportunity on which both are true in the same set of data.

      For a comprehensive list of all operator definitions and examples, please see the Audience Builder v2: Glossary and FAQ